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Easy for end users to follow.
Updated July 09, 2021

Easy for end users to follow.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Wolters Kluwer CCH® Tagetik

We use CCH Tagetik across the organisation, predominantly with users based in finance. It allows us to report the actuals consistently, as the workflow guides the users to provide the relevant information in the right order. This helps to mitigate issues caused by having users across multiple time zones, as it is easy to follow the process even for new joiners.
  • The drilldown report function makes it easy for end users to drill into their numbers when they have queries.
  • The workflows are great to support users provide the right information at the right point in time.
  • A small point, but being able to add deadline dates to the process has helped, especially with different time zones/holidays to be accommodated, month end can move about a bit. With these dates it avoids any confusion, as people do not always note down dates that are sent via email.
  • Appreciate it is an ever moving target, but some areas of the user manual are still showing screenshots just for flex, and it would be good to have them updated to HTML5, Deployment as an example.
  • When looking at forms in HTML5 as a user, it would be good to have a search function if possible, rather than having to open multiple folders if you are not sure where a report is. Though I appreciate the function is there in Excel.
  • It would be good if some of the error messages were understandable, as they are often either cryptic, or stack trace details. For some simple things, like trying to select another another element too quickly whilst something is still processing, it would be good to have something saying that, rather than "unable to invoke method click in com.vaadin.shared.ui.button.ButtonServerRpc".
  • Quicker financial close.
  • Improved accuracy.
  • Improved transparency.
I was not involved in the selection process.
I think it is a good system for the end users, as it is easy for them to follow the process/workflow. The ability to run drilldowns and cell properties to investigate the details is very convenient. But it has to be set up in a logical manner from the outset, and not be overly complicated unnecessarily. HTML5 is also user friendly for admin/super users, as once you understand what the icons/options do in one screen, the same methodology to can be applied to most other screens.
I think CCH Tagetik is user friendly in HTML5, and the workflow/process makes it simple for even new users to follow.

I think the important thing is to not over engineer it, as if users have to select 10 plus parameters when running a report, this can cause confusion, and result in different users looking at slightly different cuts of the same data, e.g. due to selecting different scenarios for conversion.

Wolters Kluwer CCH® Tagetik Feature Ratings

7.8
Long-term financial planning
8
Financial budgeting
8
Forecasting
8
Management reporting
7
8.0
Financial data consolidation
Not Rated
Journal entries and reports
7
Multi-currency management
9
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
9
Detailed Audit Trails
7
8.5
Financial Statement Reporting
Not Rated
Management Reporting
8
Excel-based Reporting
9
Automated board and financial reporting
Not Rated
XBRL support for regulatory filing
Not Rated
Not Rated
Personalized dashboards
Not Rated
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
9.0
Flat file integration
Not Rated
Excel data integration
Not Rated
Direct links to 3rd-party data sources
9
Not Rated
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
10.0
Drill-down analysis
10
Formatting capabilities
10
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
Not Rated
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
9.0
Multi-User Support (named login)
9
Role-Based Security Model
Not Rated
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
Not Rated
Not Rated
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

Using Wolters Kluwer CCH® Tagetik

250 - Tagetik is mainly used by the Finance community.
10 - We are still in the project roll out, so we have a dedicated team working to support the roll out and end users.
  • Actuals
  • Budgets
  • Cash flow
  • We have used the custom dimensions to enable reporting at a granular level
  • Stat reporting
It is user friendly for the end users, using the workflows guides them step by step through the process in the right order.

Do you think Wolters Kluwer CCH® Tagetik delivers good value for the price?

Yes

Are you happy with Wolters Kluwer CCH® Tagetik's feature set?

Yes

Did Wolters Kluwer CCH® Tagetik live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Wolters Kluwer CCH® Tagetik go as expected?

I wasn't involved with the implementation phase

Would you buy Wolters Kluwer CCH® Tagetik again?

Yes

Evaluating Wolters Kluwer CCH® Tagetik and Competitors

Not Sure
I was not involved in the selection process.
I was not involved in the selection process.